《大行報告》中金:內房上周新房銷售面積延增長態勢 推薦潤地、龍湖、世茂及旭輝
中金發表報告表示,數據顯示上周31城新房銷售面積按年增長30%,延續增長勢頭,而且重點城市推盤量持續回落,推盤去化率上升。該行認為,在行業基本面韌性超預期、政策風險逐漸釋放、龍頭房企集中度加速提升及板塊估值均處歷史低位的情況下,看好目前內房板塊風險收益,建議投資者增加內房股投資。當中看好銷售及盈利增長確定性強、財務安全性高的龍頭,如潤地(01109.HK)、龍湖(00960.HK)、世茂(00813.HK)及旭輝(00884.HK)。
同時該行看好物業管理板塊的增長前景,推薦基本面穩健但股價表現落後的雅生活服務(03319.HK);高增長的碧桂園服務(06098.HK)和永升生活服務(01995.HK);及基本面逐步改善的綠城服務(02869.HK)。
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